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First Foundation Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

First Foundation Advisors’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.3M Buy
40,497
+4,889
+14% +$526K 0.17% 86
2025
Q4 		$3.81M Buy
35,608
+6,250
+21% +$669K 0.14% 98
2025
Q3 		$3.13M Buy
29,358
+6,116
+26% +$640K 0.12% 116
2025
Q2 		$2.43M Buy
23,242
+6,847
+42% +$712K 0.09% 126
2025
Q1 		$1.73M Sell
16,395
-1,773
-10% -$189K 0.07% 135
2024
Q4 		$1.94M Sell
18,168
-3,867
-18% -$415K 0.07% 127
2024
Q3 		$2.39M Sell
22,035
-6,459
-23% -$696K 0.09% 116
2024
Q2 		$3.04M Buy
28,494
+5,739
+25% +$611K 0.12% 97
2024
Q1 		$2.45M Buy
22,755
+8,530
+60% +$920K 0.1% 107
2023
Q4 		$1.54M Buy
14,225
+7,489
+111% +$783K 0.07% 135
2023
Q3 		$691K Buy
6,736
+1,287
+24% +$136K 0.03% 215
2023
Q2 		$582K Sell
5,449
-1,379
-20% -$147K 0.03% 225
2023
Q1 		$736K Sell
6,828
-196
-3% -$20.9K 0.03% 198
2022
Q4 		$741K Buy
+7,024
New +$732K 0.04% 204
2017
Q2 		– Sell
-2,101
Closed -$229K – 325
2017
Q1 		$229K Sell
2,101
-13,029
-86% -$1.41M 0.01% 287
2016
Q4 		$1.64M Buy
+15,130
New +$1.66M 0.11% 116

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Foundation Advisors's MUB Position: Q1 2026 in Review

First Foundation Advisors increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2026, buying an estimated $526K and bringing the position to 40,497 shares worth $4.3M. The position accounts for 0.17% of the portfolio, ranked #86.

First Foundation Advisors first reported a position in MUB in Q4 2016 and has held it in 16 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • First Foundation Advisors held 40,497 shares of iShares National Muni Bond ETF worth $4.3M as of Q1 2026.
  • First Foundation Advisors bought 4,889 iShares National Muni Bond ETF shares in Q1 2026, an estimated $526K.
  • iShares National Muni Bond ETF made up 0.17% of First Foundation Advisors's portfolio in Q1 2026, its #86 holding.
  • First Foundation Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 16 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.